Author

Private View

“Private View is NAB Private Wealth online source of economic and investment insights.”

Private View is NAB Private Wealth online source of economic and investment insights.

Drawing upon the full range of expertise available across the entire NAB Group including JBWere and nabtrade. Private View provides insights to help high net worth individuals and their families bring their financial vision to life.

Recently Published Articles

Leading from the front

Leading from the front

8 February 2024

For serial entrepreneur and problem-solver Geoff Harris, tethering social good to solid commercial principles and enabling others to unleash their full potential is all part of the playbook.

Leading from the front

Article

Artistic Edge

Artistic Edge

8 February 2024

Fashion label founder Amber Symond shares how art, music and personal memory inspire her designs, home and business.

Artistic Edge

Article

Spreading your wings

Spreading your wings

7 November 2023

Homebody investors may love ASX blue-chip stocks and franked dividends, but could be missing out on opportunities in sectors such as artificial intelligence and renewables by ignoring offshore markets.

Spreading your wings

Article

Chasing the common good….

Chasing the common good….

7 November 2023

Wellness industry trailblazer Radek Sali shares how an impact-driven philosophy has supercharged his business, investment and personal successes.

Chasing the common good….

Article

How do Dual Currency Investments work?

How do Dual Currency Investments work?

3 November 2023

NAB Dual Currency Investments, or DCIs, are short term currency referenced investments issued by NAB. DCIs can offer you, the investor, the possibility of generating an enhanced income return, referred to as the yield by referencing your investment to an underlying currency.

How do Dual Currency Investments work?

Video

How do NERTIs work?

How do NERTIs work?

3 November 2023

NAB Equity Referenced Term Investments (NERTIs) are short term equity referenced investments issued by NAB. NERTIs provide you with the flexibility to generate an enhanced income return by referencing your investment to an underlying equity.

How do NERTIs work?

Video

The hunt for innovation

The hunt for innovation

27 June 2023

Here two start up funders share their approach to finding and nurturing the next big business idea.

The hunt for innovation

Article

Delivering relationships that matter

Delivering relationships that matter

5 June 2023

Digital technology has become an essential part of how we interact with our money and our financial institutions. However, to manage substantial wealth, you need the personalised expertise that only a specialist banker can provide. Here’s why.

Delivering relationships that matter

Article

In high demand

In high demand

24 March 2023

Has acute lack of supply cast a safety net around the top end of the real estate market for the foreseeable future? Here, three experts offer their take on the economic, cultural and psychological factors influencing the availability and pricing of Australia’s rarest residences

In high demand

Article

Powering up

Powering up

16 March 2023

Solving the problems of our transportation system and accelerating decarbonisation may sound like Herculean labors to most of us, but for energy titan Trevor St Baker AO they are the things of the daily to-do list. We sat down with the Brisbane-based businessman to reflect on his 60 years in the power industry and get the inside scoop on ushering in a world of flying cars.

Powering up

Article

Playing it safe

Playing it safe

8 July 2022

Turbulent times call for less risky investment opportunities in the form of bonds, gold, infrastructure and a more diverse portfolio, says JBWere CIO Sally Auld.

Playing it safe

Article

International trade proves to be a fickle beast

International trade proves to be a fickle beast

8 July 2022

The world is vastly different to what is was a few years ago. But it isn’t all doom and gloom for Australia’s international trade prospects, says NAB group chief economist Alan Oster.

International trade proves to be a fickle beast

Article

Renovation Nation

Renovation Nation

9 May 2022

RISING BUILDING COSTS AND A TRADES SHORTFALL ISN’T DAMPENING DEMAND, AS AUSTRALIANS EMERGE FROM TWO YEARS OF LOCKDOWNS, DETERMINED TO CREATE THEIR DREAM HOME.

Renovation Nation

Article

7 wealth-building tactics for EOFY

7 wealth-building tactics for EOFY

21 April 2022

With the end of the financial year fast approaching, now’s the time to review your investment and tax strategies. The seven ideas here will help you to grow and preserve your wealth.

7 wealth-building tactics for EOFY

Article

Meet two female change-makers

Meet two female change-makers

11 February 2022

When it comes to breaking the bias, young businesswoman Tammy Green and NAB Private Client Executive Natalie Irvine have a story to tell.

Meet two female change-makers

Article

ESG investing: what does it take to do it well?

ESG investing: what does it take to do it well?

27 August 2021

The pandemic has added to the sense of urgency around sustainability challenges the world faces. More than ever, investors are interested in ESG. But what tools are required to do it well?

ESG investing: what does it take to do it well?

Article

Banking on bonds: The golden rules    

Banking on bonds: The golden rules   

14 July 2021

Large sums of private wealth are being shifted from term deposits into fixed income in a bid to increase returns. But you want to be sure you’re doing it the right way. 

Banking on bonds: The golden rules    

Article

The unsung opportunities for High Net Worth investors

The unsung opportunities for High Net Worth investors

22 March 2021

Australia’s high net worth investors face continued uncertainty – locally and globally. So what’s the smart next step? NAB Private and JBWere CEO Justin Greiner reveals his thoughts on how best to navigate 2021.

The unsung opportunities for High Net Worth investors

Article

When’s the best time to share your wealth?

When’s the best time to share your wealth?

11 February 2021

When you choose to contribute your wealth to society, you want to make sure it has the greatest possible impact. Deciding when and how to pass it on is a huge part of that.

When’s the best time to share your wealth?

Article

Investing in collectibles: do passions and profits mix?

Investing in collectibles: do passions and profits mix?

27 February 2019

A vintage sports car, a pink diamond necklace, a precious work of art – they may be more fun than a share portfolio but do they make sense as investments? We examine the world of high-value collectibles – the good news and the cautionary tales.

Investing in collectibles: do passions and profits mix?
The Stella Prize: 2018 shortlist announced

The Stella Prize: 2018 shortlist announced

26 March 2018

In a year in which women have united around the world to speak out in favour of women’s rights and equality, NAB is proud to again support the Stella Prize, celebrating female authors and recognising excellence achieved by women in literature.

The Stella Prize: 2018 shortlist announced
Changing the world, one investment at a time

Changing the world, one investment at a time

26 March 2018

Think charitable giving is the only way to make a valuable difference? Think again. You can now use your investments to help effect social and environmental change, with increasing opportunities to back projects that promise to address our world’s most pressing issues.

Changing the world, one investment at a time
Webinar: Tips for borrowing to invest successfully

Webinar: Tips for borrowing to invest successfully

16 January 2018

We’re living longer and our kids are experiencing the challenges of establishing themselves in a world of higher house-to-wage ratios. Our over-leveraged governments have responded by cutting back on spending in health, education and social services as well as super tax breaks that encourage us to save. The upshot is, we have to rely on ourselves for a comfortable long-term future.

Webinar: Tips for borrowing to invest successfully
Riding the infrastructure boom

Riding the infrastructure boom

18 August 2017

After the recent investor jitters triggered by the failure of some Public Private Partnership (PPP) toll roads, it looks like a new wave of infrastructure PPPs, kick-started by Federal and State Government investment, are making a strong comeback.

Riding the infrastructure boom
Michelin dreaming? From New York to London, four not to miss

Michelin dreaming? From New York to London, four not to miss

18 August 2017

Fancy some liquid vinegar encased in frozen vinegar that explodes in the mouth? Or is Bread of the Forest with moss butter more your style? We look at four Michelin-starred restaurants to put on your radar right now for your next trip away.

Michelin dreaming? From New York to London, four not to miss
Investing in a relationship

Investing in a relationship

21 July 2017

NAB Global Investment Desk can ensure you find the right investment proposition – particularly helpful if you don’t even know it exists.

Investing in a relationship
From Coppola to Sting: A-Listers making A-grade wines

From Coppola to Sting: A-Listers making A-grade wines

21 July 2017

Following the nose of savvy A-listers who’ve teamed up with some of the world’s best vintners can see you discovering some stellar wines and sniffing out new takes on classic wine regions. Whether it’s to plan some vineyard hopping or simply order a case, here are some of our favourites.

From Coppola to Sting: A-Listers making A-grade wines
Seven books to unlock your creativity

Seven books to unlock your creativity

26 June 2017

In a changing world, success increasingly comes to those who can devise the most creative solutions to pressing problems. Here we profile seven books to help you reset your thinking, up your flow and tap into your inner creative.

Seven books to unlock your creativity
Superannuation Reforms – effective 1 July 2017

Superannuation Reforms – effective 1 July 2017

20 April 2017

On 1 July 2017, some of the biggest changes to superannuation in a decade come into effect. Some of the rules and tax concessions available are changing; discover what this means for you and what opportunities you could make the most of before the end of the financial year.

Superannuation Reforms – effective 1 July 2017
Franking credits with less downside risk

Franking credits with less downside risk

18 March 2017

Did you know that not all investors are eligible to claim the franking credits? There are a number of strategies investors may look to utilise to limit their exposure to a fall in the share price of their chosen stock, while remaining eligible to receive the franking credits.

Franking credits with less downside risk
From start-ups to turn-arounds, what is private equity?

From start-ups to turn-arounds, what is private equity?

17 March 2017

Private equity has made headlines in Australia over the past year or two, but for many of the wrong reasons. The demise of Dick Smith Holdings was a high profile collapse that impacted many shareholders and retail customers, and a lot of blame has been pointed at the private equity fund manager who floated the business.

From start-ups to turn-arounds, what is private equity?
How to be a leader

How to be a leader

15 September 2016

Patricia Ilhan, founder of the Australian Food Allergy Foundation and Kathy Alexander, Chair of Administrators, City of Greater Geelong - discover the key to their success.

How to be a leader
Brexit ignites global uncertainty – but it’s not another GFC

Brexit ignites global uncertainty – but it’s not another GFC

29 June 2016

With the Brexit vote we expect markets to push lower over coming weeks until investors feel appropriately compensated for these heightened risks. We see post Global Financial Crisis share market sell-offs as a useful guide for what is likely over coming weeks.

Brexit ignites global uncertainty – but it’s not another GFC
Quality investing: What you need to know

Quality investing: What you need to know

28 June 2016

The concept of assessing a company’s quality gained popularity after the collapse of the tech bubble of 2001. Here we explore the quantitative and qualitative measures implemented to determine quality investments.

Quality investing: What you need to know
Tale of two icons

Tale of two icons

4 April 2016

Gilmore speaks to Private Word about setting up the restaurant, his goals for its future and some of the secrets of his success.

Tale of two icons
Buried treasure

Buried treasure

29 March 2016

Just over 15 years ago a trusty Tasmanian truffle dog named Pickles sniffed out the unmistakable perfume of the first Australian-grown black truffle. Today we are the fourth-largest producer of the luxe fungus labelled “black diamonds” because of the price tag it commands.

Buried treasure
Strategy: investment timing and analysis

Strategy: investment timing and analysis

23 March 2016

Understanding the structure of different investment options is key to choosing what’s right for your objectives and risk profile. Sally Campbell from JBWere, explains the benefits of the main types of product you can include in your portfolio.

Strategy: investment timing and analysis
The dining boom

The dining boom

3 March 2016

With the mining boom at an end, the dining boom has certainly fuelled the Australian agricultural sector. This sector is 5 percent of the Small Ordinaries and has been a source of great returns over the past few years.

The dining boom
The Whisky Isle

The Whisky Isle

2 March 2016

It may traditionally have been known as the Apple Isle, but Australia’s smallest state is earning an ever-growing reputation for its production of fine single malt whisky that’s being hailed as some of the best on the planet.

The Whisky Isle
Property Insight – Housing Update

Property Insight – Housing Update

18 February 2016

The property market is clearly cooling as a result of deterioration in affordability due to higher prices and marginally higher mortgage rates.

Property Insight – Housing Update
Strategy: investment timing and analysis

Strategy: investment timing and analysis

16 November 2015

Sally Campbell from JBWere looks at timing the market given recent volatility and how viewing the data more closely can help you understand what’s really happening below the surface.

Strategy: investment timing and analysis
Hidden value lies in non-CBD office sector

Hidden value lies in non-CBD office sector

4 September 2015

Diverse opportunities in the non-Central Business District (CBD) office sector mean high net worth investors can invest through pooled/syndicated vehicles or directly. Peter Cashmore, NAB Senior Real Estate Equities Analyst, outlines what investors need to know.

Hidden value lies in non-CBD office sector
The time of my life

The time of my life

28 August 2015

Former shopping centre developer, grazier, entrepreneur and now magazine owner, Peter Howarth, explains how his personal passions drove the success of his enterprises.

The time of my life
Emerging markets in commercial property

Emerging markets in commercial property

5 May 2015

Self-storage, healthcare and childcare are emerging markets to watch in the commercial property sector, as Peter Cashmore, Senior Real Estate Equities Analyst, NAB reports.

Emerging markets in commercial property
Build it and they will come

Build it and they will come

1 May 2015

Crown Group CEO Iwan Sunito turned a love of drawing and desire to own his own business into a property development empire spanning Australia, Singapore and Indonesia. The group has $3.5 billion of projects in the development pipeline in Australia and Asia. He talks to Anna Fenech.

Build it and they will come
Your Money, Your Call: Are we in a yield bubble?

Your Money, Your Call: Are we in a yield bubble?

27 March 2015

NAB’s Director of Fixed Income, Mark Todd, is joined by John Pearce from UniSuper and Nick Bishop from Aberdeen to discuss where rates are headed, equities with sustainable dividends, and whether we're in a bond yield bubble.

Your Money, Your Call: Are we in a yield bubble?
Your Money, Your Call: The success of Europe

Your Money, Your Call: The success of Europe

24 March 2015

NAB’s Director of Fixed Income, Mark Todd, speaks with Tano Pelosi from Antares and Matthew Johnson from UBS about inflation and interest rates in Europe, along with the actions of European Central Bank President Mario Draghi.

Your Money, Your Call: The success of Europe
Monthly Financial Markets Update – March, 2015

Monthly Financial Markets Update – March, 2015

12 March 2015

A February interest rate cut and a strong company reporting season buoyed the Australian share market while overseas, resolution of Greek debt negotiations and continuing monetary stimulus, benefited developed global markets.

Monthly Financial Markets Update – March, 2015
Investment Strategy: Back to the future?

Investment Strategy: Back to the future?

11 March 2015

Over recent years, the impressive growth of ETFs has seen somewhat of a reversal back to direct investing with more than 100 ETFs now listed on the ASX, offering investors the opportunity to quickly and easily access global equity, bond, currency and commodity markets.

Investment Strategy: Back to the future?
Investment Strategy: Learning from past mistakes

Investment Strategy: Learning from past mistakes

10 February 2015

Long-term US research shows investors are frequently driven by fear and greed in their decisions - for example, selling out in weak markets. However, more recent findings show the average investor has learned from some past mistakes.

Investment Strategy: Learning from past mistakes
Monthly Financial Markets Update – February 2015

Monthly Financial Markets Update – February 2015

10 February 2015

Global equity prices in developed markets lost 0.5% in January, with strong gains in Europe offset by weakness in the United States. Australian shares rose 3.3% while the Australian dollar fell four cents to US$0.78, against a strengthening US Dollar.

Monthly Financial Markets Update – February 2015
Monthly Financial Markets Update – December 2014

Monthly Financial Markets Update – December 2014

16 December 2014

Global equity markets extended the October sharp rally through November, while gains were broadly based in Europe, Japan and the United States. Locally, fourth quarter data continues to show improvement in business credit and capital investment from non-mining sectors.

Monthly Financial Markets Update – December 2014
Monthly Financial Markets Update – November, 2014

Monthly Financial Markets Update – November, 2014

12 November 2014

Global equity markets staged a sharp turnaround in October. It was led by the US where their Federal Reserve reassured markets that interest rate rises remain data dependent. Meanwhile, there was additional modest improvement seen in Australian business and consumer confidence.

Monthly Financial Markets Update – November, 2014
Monthly Financial Markets Update – October 2014

Monthly Financial Markets Update – October 2014

13 October 2014

While the US economy remains robust, Australian shares fell 5.4% as markets digested falling commodity prices, a weaker Aussie dollar and the possible introduction of policy brakes on housing credit, as James Wright, JBWere Chief Investment Officer reports.

Monthly Financial Markets Update – October 2014
Smart structuring for philanthropic giving

Smart structuring for philanthropic giving

17 September 2014

Since 2000, changes have been made to how philanthropic efforts are treated by the Australian tax system – offering smarter ways for donors to arrange their giving to benefit them and future generations. JBWere Consultant, John McLeod discusses how to structure your philanthropic giving.

Smart structuring for philanthropic giving
Monthly Financial Markets Update – September 2014

Monthly Financial Markets Update – September 2014

12 September 2014

With better US economic data, global markets were stronger in August. Locally, as James Wright, JBWere Chief Investment Officer explains, company reporting season was positive and stocks rewarded for delivering solid earnings, yields or capital management.

Monthly Financial Markets Update – September 2014
Your Money, Your Call: Are you a disengaged investor?

Your Money, Your Call: Are you a disengaged investor?

20 August 2014

NAB’s Director of Fixed Income, Mark Todd, chats with Mercer's Sue Wang and the National Party's Kevin Hogan about disengaged investors - people who are uninterested in closely monitoring their superannuation - and the importance of more simple and transparent products for these people.

Your Money, Your Call: Are you a disengaged investor?
Monthly Financial Markets Update – August 2014

Monthly Financial Markets Update – August 2014

14 August 2014

Despite US equity markets posting fresh records in July, a late, large fall saw equity markets finish lower. While valuations are stretched, JBWere Chief Investment Officer, James Wright, reports that the US economic recovery should support current earnings forecasts.

Monthly Financial Markets Update – August 2014
Monthly Financial Markets Update – July 2014

Monthly Financial Markets Update – July 2014

24 July 2014

The US equity market posted fresh highs in June, but price support remains good globally and locally, says James Wright, Chief Investment Officer, JBWere. Read more for currency and property news from the NAB FX Strategy team and Nick Ryder, NAB Private Wealth Investment Strategist.

Monthly Financial Markets Update – July 2014
Investment Strategy: Rebalance your global equities exposure

Investment Strategy: Rebalance your global equities exposure

24 July 2014

It’s time to revisit your global equity exposure. Following a period of strong performance in international shares, it may be a good time to consider taking some profits and rebalancing your portfolio back to long term target weightings, says Duncan Niven, Analyst JBWere.

Investment Strategy: Rebalance your global equities exposure
Your Money, Your Call: Are we in bubble territory?

Your Money, Your Call: Are we in bubble territory?

22 July 2014

NAB’s Director of Fixed Income, Mark Todd, chats with Adam Goldstien from Skeggs Goldstien and Simon Ibbetson from Millinium about which asset classes are facing bubbles, along with discussing some markets where good value lies.

Your Money, Your Call: Are we in bubble territory?
Your Money, Your Call: Economic update

Your Money, Your Call: Economic update

7 July 2014

NAB’s Director of Fixed Income, Mark Todd, is joined by NAB Head of Research Peter Jolly and Laminar economist Stephen Roberts to discuss the Australian and US economies, along with the Australian Federal Budget and issues posed by our ageing population.

Your Money, Your Call: Economic update
Your Money, Your Call: Update on cash rates and the RBA

Your Money, Your Call: Update on cash rates and the RBA

1 July 2014

NAB’s Director of Fixed Income, Mark Todd, chats about where interest rates are headed and their subsequent impact on term deposits with AFR columnist, Chris Joye and Montgomery Investment Management strategist, Andrew Macken.

Your Money, Your Call: Update on cash rates and the RBA
Your Money, Your Call: US Federal Outlook for 2014-15

Your Money, Your Call: US Federal Outlook for 2014-15

1 July 2014

NAB’s Director of Fixed Income, Mark Todd, discusses the 2014-15 outlook for the US Federal reserve and interest rates with AFR columnist, Chris Joye and Montgomery Investment Management stategist, Andrew Macken.

Your Money, Your Call: US Federal Outlook for 2014-15
Your Money, Your Call: Aged based investing

Your Money, Your Call: Aged based investing

16 June 2014

NAB’s Director of Fixed Income, Mark Todd, introduces the concept of aged-based investing in corporate bonds and how institutional players are becoming active in this space.

Your Money, Your Call: Aged based investing
Your Money, Your Call: Where is The Equity Market Going?

Your Money, Your Call: Where is The Equity Market Going?

20 May 2014

NAB’s Director of Fixed Income, Mark Todd, discusses what is happening in the Equity Market with FNArena analyst Rudi Fliepek-Vandyck, and how 2014 is looking like the year that the investors from the sidelines will come back to the share market in light of volumes coming back.

Your Money, Your Call: Where is The Equity Market Going?
Your Money, Your Call: Developments in the Corporate Bond Market

Your Money, Your Call: Developments in the Corporate Bond Market

14 May 2014

In this episode of Your Money, Your Call, NAB’s Director of Fixed Income, Mark Todd, looks at the developments in the corporate bond market, including Simple Bond Legislation, with AFR columnist, Chris Joye and Montgomery Investment Management strategist, Andrew Macken.

Your Money, Your Call: Developments in the Corporate Bond Market
Your Money, Your Call: BHP and inflation

Your Money, Your Call: BHP and inflation

28 April 2014

NAB’s Director of Fixed Income, Mark Todd, is joined by FNArena analyst Rudi Filapek-Vandyck. They begin by discussing investing in BHP stock, before assessing inflation - including current forecasts and how velocity, innovation and the labour market can impact upon it.

Your Money, Your Call: BHP and inflation